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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,082 |
QUALIFIED PENSION SERVICES, INC.1+ years Service code 15 · EIN 84-1365788 | Recordkeeping | $155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,938 | $72,177-80.7% | $115,038-87.9% | $59,633-76.6% |
| Participation rate | 44.6% | 72.6%-28.0pp | 81.4%-36.8pp | 68.7%-24.1pp |
| Annual return | -1.73% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,192 | $2,841-58.0% | $4,608-74.1% | $2,203-45.9% |
| Participant deferral / active EE | $2,663 | $4,783-44.3% | $6,026-55.8% | $3,192-16.6% |
| Admin fee / account holder | $66 | $4,927-98.7% | $8,175-99.2% | $4,297-98.5% |